On this episode of CFO at Home, Vince's guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com
Key Topics:
00:00 Introduction and Welcome
01:21 Brian's Military Background
03:08 Transition to Financial Advisor
05:38 Behavioral Finance and Military
09:46 Financial Education in the Military
12:46 Investment Strategies and Advice
23:13 Services Offered by Pultro Financial Management
24:31 Conclusion and Final Thoughts
Key Links
Contact the Host - vince@thecfoathome.com
Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
